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Vanguard Financials ETF

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
SB
301
Strategic Blueprint
Georgia
$493K +$48.5K +486 +11%
CAG
302
Crestwood Advisors Group
Massachusetts
$490K -$65.3K -654 -12%
MFC
303
Morris Financial Concepts
South Carolina
$489K +$31.5K +315 +7%
CG
304
Caprock Group
Idaho
$484K -$21.8K -217 -4%
CB
305
Commerce Bank
Missouri
$483K +$42K +420 +10%
CFGSD
306
Compass Financial Group (South Dakota)
South Dakota
$479K
LAM
307
Lewis Asset Management
California
$475K -$24.6K -246 -5%
AM
308
AGF Management
Ontario, Canada
$473K -$4K -40 -0.8%
QCM
309
QRG Capital Management
Illinois
$473K +$25.8K +258 +6%
WPC
310
Waters Parkerson & Co
Louisiana
$469K
CF
311
Centaurus Financial
California
$465K -$26.3K -264 -5%
FFA
312
Founders Financial Alliance
North Carolina
$463K
PA
313
PFG Advisors
Arizona
$456K
UCFA
314
United Capital Financial Advisors
Texas
$455K -$158K -1,578 -26%
OHWA
315
Oak Hill Wealth Advisors
Virginia
$455K +$455K +4,552 New
PIA
316
Petredis Investment Advisors
Pennsylvania
$451K
AFO
317
Arrowroot Family Office
California
$449K +$10.5K +105 +2%
PRI
318
Prepared Retirement Institute
Pennsylvania
$444K
FCM
319
Family Capital Management
Michigan
$443K -$40.5K -405 -8%
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$442K
WAS
321
Winch Advisory Services
Wisconsin
$441K
SB
322
Simmons Bank
Arkansas
$436K +$6.69K +67 +2%
BlackRock
323
BlackRock
New York
$434K
HCC
324
Hirtle Callaghan & Co
Pennsylvania
$432K
Empower Advisory Group
325
Empower Advisory Group
Colorado
$431K +$73.2K +733 +20%